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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,404 | $81,457+9.8% | $103,378-13.5% | $80,911+10.5% |
| Participation rate | 96.8% | 66.8%+30.0pp | 74.5%+22.3pp | 67.6%+29.2pp |
| Annual return | 15.22% | 25.58%-10.4pp | 24.91%-9.7pp | 35.63%-20.4pp |
| Employer contribution / active EE | $2,768 | $3,107-10.9% | $3,870-28.5% | $2,756+0.4% |
| Participant deferral / active EE | $7,671 | $3,871+98.2% | $5,058+51.7% | $4,297+78.5% |
| Admin fee / account holder | $1,607 | $6,717-76.1% | $8,401-80.9% | $6,935-76.8% |